Global Reach Regional Focus Corporate Profile July 2019
AXIA at a Glance 2
Who What Key Global Local We Are Differentiates AXIA Values Reach Access AXIA is a leading, independent, AXIA’s team of people offers Excellence and accountability, While our primary focus is on the Through our long-standing presence privately-owned Investment a comprehensive spectrum of providing unbiased and objective Peripheral European region, our we have developed unparalleled Banking firm founded in 2008, with financial advisory services, based advice, client focus and building reach and access are truly global relationships with entrepreneurs, the primary aim of bridging on their institutional background, long-term relationships management teams, policy-makers global capital with regional deal and sector expertise, We are headquartered in Nicosia, and other constituents of the opportunities by bringing people, judgment, creativity and intellect Acting with integrity, ethically and Cyprus with offices in Athens, business community capital and opportunities together transparently; thus strengthening Lisbon, New York, Milan and to achieve our clients’ objectives Our unrivalled insight comes as a long term relationships with market presence in London. We strongly believe that establishing result of working in a dynamic and participants close and long-standing AXIA provides its services in more diverse mix of industries including Our on-the-ground presence in New relationships with our clients than 20 countries Financial Institutions, Industrials, York and London, coupled with the significantly increases the value we Shipping, Consumer, Renewable international experience of our can add to their investment The Company’s mission to create Energy, Real Estate and Hospitality team, has enabled us to develop endeavors value in every case is reflected in close ties with leading global our Greek name “AXIA”, We have deployed one of the financial sponsors (Private Equity emphasizing the principles of: largest on the ground investment Funds, Hedge Funds, Sovereign “Value”, “Merit” and “Worth” banking teams, dedicated to Wealth Funds) and professional covering Greece, Cyprus, Portugal advisors (other investment banks, and Italy, with special sector law firms, accounting firms) expertise in Shipping / Transportation, FIG, Real Estate and other 3 3
Office Locations AXIA offices are strategically located around the globe to service international client needs Athens, Greece Investment Banking Capital Markets Services Principal Strategies Administration New York, USA Investment Banking Capital Markets Services Lisbon, Portugal Investment Banking Capital Markets Services Nicosia, Cyprus Investment Banking Capital Markets Services Principal Strategies Administration London, UK Investment Banking Milan, Italy Investment Banking 4
Investment Banki king Se Services • We devote time with our clients to understand their business objectives and individual needs, encouraging creative solutions • Our clients include the world’s largest institutional investors and sovereign wealth funds, as well as public and private companies and government-related entities • Our focus is to provide clients with quality, value-added, independent advice, tailored specifically to their individual needs through our specialized team focus Services Industries Domestic and regional established corporates and Originate, structure and execute financing solutions SMEs have traditionally been at the forefront of our Structured Finance & utilizing equity and debt instruments. Main activities Corporates advisory activities, and have contributed to our strong Equity Products include IPOs, follow-ons, sell-downs for major track record in the consumer, real estate and energy shareholders, convertibles and private placements sectors AXIA has established a strong history of successfully Advice on strategic issues, Mergers and Acquisitions, assisting and facilitating in significant real estate M&A Divestitures, Joint Ventures, spin-offs, LBOs and Real Estate transactions, managing to become the advisor of takeover defense tactics choice in relation to RE transactions in the regions we operate Unwinding cross-shareholdings, debt reorganizations, A significant portion of our clients are shipping re-capitalizations, spin-offs, divestitures and other Transportation companies (both private and public), whose capital Restructurings corporate actions to improve the organizational needs we aim to service through our vast network of structure of a group capital sources We are very active in the Financial Institutions Group General advice on ongoing corporate, financial and sector, with a dedicated on-the-ground team actively General Corporate strategic issues (corporate planning and expansion, FIG focused on catering to the needs of the largest Finance Advisory competition analysis) domestic financial institutions for their Greek, Cypriot, Portuguese and international businesses 5
Equit ity Capital al Markets and Sale les Se Servic ices • Our equity sales and research teams provide services to both foreign and local institutional investors with a focus on Greek, Cypriot, Portuguese and Italian capital markets • We constantly monitor the developments and news flow in the international capital markets and work to identify the best opportunities for our institutional clients in the jurisdictions we cover • We possess strong expertise in executing complicated deals with innovative structures Services Our Deep understanding of the needs of global financial Institutional Sales institutions and our targeted services to each client, result into solid client relationships across markets and asset classes. Fundamental analysis and idea driven Research Products in Equity Research Greek, Cypriot and Portuguese markets help our clients to take advantage of our local expertise and investment opportunities International Market Around the clock trading access to 50 markets globally, Access through a strategic partnership with BTIG 6
Select Credentials 7
Investment Banking Financial Institutions Group (FI In FIG) Exp xperience • AXIA offers FIG investment banking services to both buysideand sellside clients, covering banks, insurance, asset management and Fintech opportunities across the company’s European coverage area, namely Greece, Cyprus, Italy and Portugal. The firm offers both capital markets and advisory services • AXIA’s role has been instrumental in the successful recapitalization of the Greek and Cypriot banking sectors. AXIA has been awarded the highest number of mandates by Greek and Cypriot bank issuers during 2013-2017, having attracted significant amounts of foreign institutional capital AXIA’s Role & Achievements in the Peripheral Eurozone recaps Number of Mandates in the • AXIA played a key role in the recapitalization of the Greek and Cypriot banking sectors, recapitalization process of the Greek securing repeat business by advising Alpha Bank for three consecutive years and and Cypriot Banking Sector 2013-2018 Eurobank and Hellenic Bank for two consecutive years • In the third round of the Greek banks’ recapitalization in November 2015, AXIA acted as Joint-Bookrunner in the € 2,039 million Share Capital Increase of Eurobank and as an Number Advisor Advisor to Alpha Bank’s € 2,563 million Share Capital Increase of Mandates • In the second round, in the spring of 2014, AXIA acted as Co-Bookrunner in the € 2,864 million Share Capital Increase of Eurobank and as an Advisor to Alpha Bank’s € 1,200 million Private Placement with qualified investors AXIA 8 Deutsche Bank 8 • In the first round, in the summer of 2013, AXIA acted as Co-Lead Manager in the € 457 million Rights Issue of Alpha Bank and as a Financial Advisor to the € 1,488 million Rights HSBC 7 Issue of Piraeus Bank Citigroup 6 BNP Paribas 5 • In Cyprus, AXIA acted as a Selling Agent to the € 358 million capital strengthening BofA Merrill Lynch 5 program of Hellenic Bank in 2013 and as a Joint Placement Agent in the bank’s € 204 million rights issue in 2015 Goldman Sachs 5 Credit Suisse 5 • AXIA mobilized a significant amount of capital from international institutional investors, JP Morgan 5 thus achieving the inflow of fresh capital into the Greek and Cypriot banking systems and Mediobanca 5 the successful recapitalization of three Greek systemic banks and Hellenic Bank in Cyprus Barclays 4 • AXIA provided guidance to investors on valuations of the banks UBS 4 • AXIA interacted extensively with regulatory authorities to ensure the participation of Morgan Stanley 2 international institutional investors in the recapitalizations 8
Select Financial Institutions Group (FIG) Credentials 9
Select T ransportation Crede edentials AXIA’s Role & Achievements • AXIA has extensive relationships with financial sponsors with a history of committing capital to the shipping and wider transportation industry • AXIA has vast experience in completing transactions in the transportation industry • AXIA has been instrumental in attracting significant amounts of capital from institutional investors - across the capital structure - for a variety of transportation businesses including aviation and shipping • AXIA has provided invaluable advisory to its clients on a variety of transaction types including among others restructurings, capital raisings and JV formations 10
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